See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,695 | $67,606-62.0% | $82,313-68.8% | $70,131-63.4% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.3pp |
| Annual return | 15.28% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,660 | $1,755-5.4% | $2,428-31.7% | $2,342-29.1% |
| Participant deferral / active EE | $1,746 | $2,987-41.6% | $3,706-52.9% | $3,332-47.6% |
| Admin fee / account holder | $1,169 | $4,512-74.1% | $5,608-79.1% | $4,645-74.8% |